charts expensive. we want to acknowledge the death of leonard nimoy best known for playing spock. we should all strive to live long and prosper. that's it for us. see you back next week on friday and on monday on "fast." "mad money" is up now. >> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. and i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. other people want to make friends, i want to try to make you money. my job is not just to entertain you but to teach you, tell you how it all works. so call me at 1-800-743-cnbc, tweet me @jimcramer. what doesn't kill this market seems to make it stronger. okay, we had a down day, s&p sinking 33%. but these down days feel like

sessions where we rest and recharge. for what? for the next assault higher. the move i'm watching for like a hawk is the takeout of the nasdaq's old highs. you know i feel that it's long overdue. i'm not afraid of it. we're on much firmer footing these days versus 15 years ago. the companies leading the charge now for the most part aren't that expensive, with the exception of amazon and netflix. and i'm hoping we won't hear tales of irrational exuberance. if we breach that i go know mainous wall even if done with amazon and netflix and apple at the vanguard. you know what netflix is a real good place to start the game plan for next week. because those of us who are subscribers to netflix know that at 6:23 a.m. this very morning, the new season of "house of cards" became available. did you get your e-mail? i did. i always tell you netflix isn't a play on earnings per share, it's a play on signups per share

and i expect them to be voluminous. big lookout monday for analysts itching to raise their estimates based on strong signupses, simply because three of the much-talked about show will spur worldwide demand for the service for certain. don't worry, i'm not going to spoil "house of cards" for you, and we have already decided to rags ration it out this time after killing an entire weekend a year ago of binge viewing of every episode. my motto now, everything in moderation, including "house of cards." but "house of cards" isn't the only cerebral entertainment this weekend. i'm going to be poring over warren buffett's annual letter to see what he has to say about the world in a very expanded 50th edition, because it's the 50th anniversary, of berkshire hathaway letter. what am i looking for? obviously, buffett's world view as well as clues for his next hunting ground. it's been a while since we've seen that man bag an elephant. he's got the cash to make some big acquisitions. i also want to hear about more

ibm, despite repeated earnings disappointments. does he think he's made an error in buying a tech stock after warning us for years about the hazards of going beyond your kin and picking up one of those kinds of stocks? doesn't seem like ibm has built much of a manti te'ooat. does that bother him? plus, what is the view of oil after he booted exxonmobil from the portfolio, at one time a huge position even though he still rides the burlington northern railroad which has the most oil exposure in the group, that bakken line. buffett might not answer these questions in his letter but i bet becky quick asked them in the extravaganza monday "squawk box." don't bother me during those three hours, don't tweet me. especially if he comments on what ibm said this week about trying to move into high-growth areas that frankly i wonder whether warren buffett might find as faddish and unsustainable. usually i don't like to time

trades exquisitely, but do you know -- do you know that for nearly every quarter in the last five years, i've suggested a strategy out here in my game plan that has worked pretty much like clockwork, which is to buy auto zone azo, after the zone reports. it won't be easy. auto zone has been disappointing analysts for the last couple years. you're going to be afraid because they're going to say negative things. but it has been the single most aggressive buyer of its own stock of any company i follow and it seems to kick in that buyback, after the quarter. they report the analysts get disappointed, the stock goes down, and you buy. i bet this works again. don't believe me? why don't you check out the five-year chart of this baby the stock that hit an all-time high for this day for reversing badly. tuesday we hear from target's new ceo, brian cornell, as he traces out his vision for the retailer that has stumbled badly along the way, a victim of weak leadership and total lack of excitement. cornell has closed targets.

he has also delivered better than expected same-store sales right out of the gate. but can he make target america's store again? how does he restore the inexpensive but fancy label that target used to have for so many americans? can we expect more and pay less for the stock now? i think you can. that's in my charitable trust, actionalertsplus.com, has been accumulating shares. for those who want to wait and see cornell's strategy remember, we really want to hear about something that hasn't been talked about. at least i do. i want to hear about the end of the bloat. sadly, target has way too many people working for it. we -- it's just a fact of life. and something has got to be done about it. we also want to hear about how he'll reinvigorate the stories, particularly beauty and baby aisles as well as the food racks. we want to get dazzled with excitement the way we used to when we went to target. i think it can happen again under cornell's watchful eye. we know the consumer is spending much more at lunch and dinner we have seen the jack in the box, fiesta i hop and denny's

and popeyes louisiana kitchen. we know that retailers like roth stores, wow, kohls amazing, dillards have seen business pick up. how strong does it get? are consumers ready to splurge again on gadgets, bigger-ticket items? home depot said it. i always like to call best buy certainly more the stock itself. servers of this show know there is an industrial company i think has become a consistent juggernaut since dave cody took over 13 years ago, honeywell. has its analyst day on monday and we're all over it not just for the nuts and bolts and innovations but for the sense of the world. he has an uncanny in his predictions of what's working what can work what areas are working. even though he's too self effacing to admit he gets it right. nonresidential construction auto aerospace, safety i want to hear all of it especially where he does seed planting.

his process of moving ahead of where things are, anticipating where they will be a few years out. honey honeywell is not the only company with an analyst meeting monday exxonmobil is hosting a con fab too. maybe the buffett sperm giant can tell us what the heck is going on with oil prices. i've been of the view that the supply will continue to overwhelm demand. so oil is going to stay down longer than expected at this 48 $49 level, but i respect that way too much not to pay attention to a more contrary bullish opinion. pay close attention to drilling budgets. will they put their money or not put their money where their mouths are. great question needs answers. thursday is consistency day, pay homage to costco and kroger. talk about self efacement. you can't get one word of chest thumping. they go about dominating their industries. i have to tell you while the ceos may be quiet, the stocks have become anything but. which brings me to what you need to know. there is a chattering trading

consensus around a view that both kroger and costco have moved up too much to be able to handle any even of the most mild disappointment. i don't think we'll get one. but i'm wary that both might succumb to momentary profit-taking. what can i say? unless they're eradically depressing same-store sale numbers, you may get your chance to buy the two for the same discount they give when you shop there. on friday we learn whether the u.s. economy is creating jobs fast enough to get us back below 5% unemployment, which would at long last put the hammering during the great recession in the rear-view mirror. i think hiring will be very strong. but then we have to endure a host of commentators saying when is the fed going to raise rates and a host of commentatoring saying maybe the economy is not strong enough. i don't know. maybe just tune everybody out. i like what's happening with employment in this country. so i'm cheering for more people to be hired. sorry. okay. that's why i don't like the risk/reward, too many people disappointed. and you know what if you haven't put money to work in

2015 for your ii.r.a. 401(k) conte contributions, wait until after friday, because that might generally give you a chance to buy stocks cheaper. finally, i have to end the game plan on a sad note. one of the greats bob benmosche passed away today, rescued aig from oblivion saved millions of taxpayers in the process. bob was a frequent guest of "mad money." and we always thanked him for his service while also marveling at how he rebuilt aig as a tremendous insurance company without the crazy risk it had been taking to make its numbers. you know bob was a one of a kind guy, a veteran, took no prisoners in business but never took himself too seriously. bob, thanks one more time. you will be very much missed. you were the bright light in the business world and we are all poorer without you. michael in illinois. michael. >> caller: boo-yah, jim.

>> boo-yah! >> caller: i wanted to thank you for all you do. my question has to do with kinder morgan. do you think the precipitous drop in oil prices coupled with the recent refinery strikes could have a major impact on the earnings of a transport and storage company like kinder morgan. >> you've got to go over what rich kinder said there is probably maybe 6% of a vig about oil, he gives a formula for how much per dollar. it is soin finish tess mal, it's a toll road. by the way up 9% as opposed to down 46% when he was on last. it's pretty similar, a yield play. steve in new york. steve. >> caller: jim boo-yah from steve in white plains. >> good to have you back. what's up? >> caller: not much. my question would be about lending club, lc. i purchased it after the ipo. unfortunately, i'm about -- a

little north of 25 on it. >> okay. >> caller: after the earnings on tuesday, which in my opinion were pretty decent stock hammered, down 15 or 20%. i want to know your opinion on the future of the company and if you think it's a lender or a pretender. >> steve, i've got to tell you. i wasn't as sanguine about the quarter as you were. i felt there were holes in it. i felt there was more risk to the stock. i wasn't keen when it came out, but does have a good board, but no. i don't care where a stock has been. i care where it's going to. and i don't think that stock is going to have a very -- i think it's going to have a rocky time here. that was not a great quarter and raised a lot of eyebrows frankly. everyone deserves a break. today the market was taking a breather recharging i believe, for its next march higher. on "mad" today popeyes is serving up crispy returns for you, 50% in the past year. is it time to take a bite now that it's down 10%? i'm going to talk to the ceo. and monster beverage made a monster move today, as we said

it would. is it the energy boost you need or do i go for something healthier? don't miss my take you will love it. and the billion-dollar business of gift cards. it's good. can it stay good? i've got the play. stick with cramer. don't miss a second of "mad money." follow @jimcramer on twittyertwitter. have a question tweet cramer #madtweets. cnbc.com. or give us a call at 1-800-743-cnbc. miss something? head to "mad money"madmoney.cnbc.com.

when a company company stock runs into an earnings report any company stock, the outcome for its share price is rarely a good one, especially when those sales aren't absolute perfect. consider popeyes louisiana can kitchen, plki the extremely well-run chicken chain with locations across the u.s., 26

foreign countries. in the week leading up to the quarter, stock rallied from $61 up to $66, in part because investors expected the company would make an announcement adding more leverage to its capital structure. what happened? well popeyes delivered in-line earnings and terrific same-store sales, 10%. but there are still some people expecting more than that and a huge guide up. the biggest bulls on popeyes didn't get what they wanted, so the stock got slammed, falling 9% from 66 back to 60 and change. my view listen i'm wondering if you could be getting a fabulous buying opportunity for the first time in a stock that's been going up virtually in a straight line for ages. popeyes has given us a nice 17% gain since we spoke to the ceo in mid november and just last august. so should we be worried about popeyes? or should we worry about missing this entry point? let's check in with cheryl

batch. welcome back. good to see you in person. both you and i are puzzled. we know the stock ran up and same-store sales the best not just in the chicken industry which you always exceed but in all of same-store salesdom. >> that's right. >> so maybe this is just one of the things where people said you know, what there's no way people -- you can continue to deliver, because you did say, listen, you know may not be like this all of the time. >> well just as you said we have had such a good run. what we're proudest of we have sustainable quarter to quarter, reliable performance. and over time the market gets it right with our stock. so, you know a day, no problem. >> well let's talk about the longer term did not concern the people who sold your stock. you have a great up deck which tell us what's going on. established footprint with opportunity to double over 20% of the system less than five years old. i see lots of places with not a single dot, meaning not a single louisiana popeyes kitchen. so i imagine that you've got -- this is multiple years. >> yes, it is. multiple years.

i've talked about the opportunity to double the size of the chain in the u.s., and then you add the international expansion. >> i wanted to do that too. >> the world. >> i was talking to patty doyle from domino's the other day and i know you know yum, of course. there are places where they have 100 restaurants that you have none. >> that's correct. lots of opportunity. i was excited yesterday to talk about the international opportunity, because we have been quietly building a reputation, and an approach to our brand internationally. we've got it working really well. and i think we have an exciting opportunity there, really to implement the same strategies we have done in the u.s. invest in our brand, invest in running great restaurants and making good returns for our owners. as you know that's when they build a lot more restaurants. >> let's talk about that because owners franchisees, could be with any chain. >> that's right. >> why do they choose you? >> very simple. kind of like you, jim. it's the returns right? it's the returns. are there good unit economics in your model? and good investment return to them? they're just like every other investor, trying to raise their families and make good returns and good investments.

so i think our ultimate responsibility to our franchisee is to measure our success by those same parameters they measured theirs the unit economics and the returns on investment. >> there have been some restaurant chains that have forgotten how important the franchisees are. you hold them up at a level that most ceos in the food business don't talk about. >> yeah we talk about our franchisees as our number one priority customer. and we say that listening to them is our number one responsibility, because they have invested all of the capital in the assets. they have hired all of the people and trained them. they have put it all on the line. and we believe, and i think we have demonstrated that when we serve them well our shareholders benefit. >> and you serve well in part by doing some amazing promotions which get people in. national advertising that has been hugely successful affiliation with some sports games that actually worked gigantically for you. >> we had a great bahamas bowl this year really exciting and in fact nominated for an espe. we're becoming a big brand, jim,

and starting to get the presence and reputation that our food and our people deserve. so it is a very exciting time. we had seven new product innovations last year i know you love. >> yes i do. >> we're always bringing them -- >> everyone knows i love it. when i first met you, i said listen, i want you to come on the show because i've been a huge customer for years. >> for years. >> you also have a book out, which i think is terrific. dare to serve. and one of the things i thought was laced throughout your presentations is the notion of serving. kind of a danny meyer approach. how do you get people in a disparate worldwide chain to focus on serving the way you like them to? >> i think the different take i have on serving is that serving creates the environment for superior performance. most people think serving is weak-kneed or being a dor mat. it's not that at all. it's the most aspirational thing you do do well by the people you lead. at popeyes, that's our franchisees, we have done well by them and yielded performance results at the top of our industry. the other thing we have done is the dare.

we have done bold things. we have done some real step forward things like investing in media, innovating in products. and we have created the business plan and the culture of serving them that has yielded this performance. >> there were some people that were -- the chatter was we were hoping she would do a bigger buyback, you did millions of dollars of stocks. i'm torn on this cheryl. because the people i see, they feel the stock doesn't have so-called enough liquidity, shares at the same time you generated a huge amount of capital like a domino's. what is the best way to return the capital to shareholders? >> this is as you say, a company that throws off a lot of cash. what i said yesterday, i feel so strongly, the first and best use of our cash is to reinvest in this business and grow it to the strategies we have been successful with. and that is first and foremost what we're going to do. when we have excess cash we're happy to return it to the shareholder, and we have proven that over a very long period of time. >> well i want you to keep growing, because that's -- you've got among the best

growth, but same-store sales numbers, spectacular. >> thank you. >> so much to cheryl batch, ceo of popeyes kitchen, down 10%, doesn't do that often. that's when you make your move and buy. after the break, i'll tell you more base to make money. coming up tech warning. while stocks like apple continue to tear up wall street not all of tech can take you to the promise land. as the in that case dak flirts with its previous top, cramer points out what to avoid. are they lurking in your portfolio?

how can two companies so different in ethos be so alike in terms of growth? i'm talking about white way foods and monster beverage the natural and organic food and drink company, and the totally inorganic beverage business. both are ragers selling product like crazy. and even after their enormous

moves, both are still must-own stocks, either on an earnings or takeover basis. white wave reported a couple weeks ago and it kind of looked like an end line quarter, frankly. that's because they had to spend so much in order to ramp up their factories to meet demand. particularly for plant-based beverages. things like soy and almond milk and yogurts, just to give you a sense of the magnitude of the up side here. plant-based beverages roared ahead 21% in the americas and almond milk something we can barely stock, can't keep it in there, because of the demand a place in summit new jersey this charged up 30%. plant-based drinks are selling incredibly well in europe and just beginning to ramp up in china. they like walnut milk there. what a story. and i'm not even beginning to measure the power of plant-based yogurts. can you imagine a story constrained only by there being not enough manufacturing capacity? can you see a bidding war

between denonly and general mills come may when such an acquisition turns favorable for this spinoff of dean foods? count me in. as fabulously as plant-based drinks are selling though, you have to be enthralled just entlald by the numbers from monster. the not-so-hot-for-you energy drink company that coca-cola totally loves with its plan to expand its ownership stake to 16.7%. let me have a little rehab here. monster rehab. now monster has got double-digit sales growth august meanted by terrific 11.3% growth at convenience stores. one of the best cheap gasoline place, cause and effect of course. perhaps only by cracker barrel and hershey, two other outfits good and good for you. no wonder it was up 13% today alone, and is now up 30% for the year. monster has taken share from the former king of the category red bull in the u.s.

and by the way both companies now control 34.8% of the market the entire market as red bull shares fall and monster goes higher largely because of what looks to be the obliteration of rival, rock star. which is definitely no longer a rock star. gross margins, higher as raw costs come down new products taking more aisle space, almost immediately. european growth, strongest of all regions. it's a remarkable story. you just have to deal with the notion that monster can coexist growth-wise, at least in your mind, with white wave. monster's call was filled with humorous irony. how many break up the boiler plate at the start with the following caveat. we reiterate that our products are safe! don't you love it? our products are safe! more than 13 billion monster beverage energy drinks have been sold and safely consumed around the world over the past 13 years. you can't bet white wave -- you

did bet that white wave doesn't have to put that kind of language in its conference call. now, wilghile the old packaged goods companies struggle to put anything on their labels to signal a more natural bend monster renames its m-80 product as ripper and lowered, not raised but lowered its juice content. which the company points out on the conference call has improved their drinkability! sometimes you have to wonder if monster execs are in on the joke. because the company points out that sales of the product have shown, quote, healthy increases. healthy! since the rebranding was completed. i couldn't find a line in this call that wasn't improved. but perhaps the most intriguing was one related to expenses to regulatory matters which went from $4.7 million last year to $2.9 million this year. the windfall that comes from journalists into the health of the product -- hmmm maybe that's why you can rebrand a drink from the placit fireworks

you used to set off, to a drink that celebrates the nickname of one of the most famous serial killers in history. white wave and monster are on the move. they're two stocks that can still be bought two stocks that are totally go-to. the next time grease flares or china slows or the fed raises rates, they may not share the same culture or the same customers, but they share rising revenues and profits. so count me in for this explosive cocktail of better and faster living from plants and chemicals. it's so good i can't believe it! kyle in wisconsin. kyle! >> caller: cramer! nice to talk to you, bud. hey, go to school -- we're water of the white water advancement. if you ever come to wisconsin, please come to white water, we would love to see you here. >> i'm looking for wisconsin to

go deep in the tourney in one of my brackets. >> caller: ooh. didn't look good tuesday against maryland. >> you're fine. don't worry about it. what's going on? >> caller: hey. i've got to ask you about this. so i'm looking at long-term, and you know coca-cola beat their fourth quarter earnings expected and they have a 14% stake in monster. but until today, recently their stock has been slumping a bit. and that kind of scares me. should i still buy and keep holding on to coke or is coke like that kid that peaked in high school and now he works at a fast food joint and was the quarterback. >> what the heck? listen, man, no coke. pepsi. coke had a nice move today. i say we put it on the shelf ♪ he did the monster mash ♪ >> now this is the combo i've been looking for! why wave a monster, the companies couldn't be any different but the stocks are both on the move and they can

coexist and must be bought. my mom always said never talk with your mouth full but i've got to talk because there is so much more "mad money" ahead including the ceo of black hawk networks. and apple, along with tech stocks are absolutely on fire. but not every name in the nasdaq deserves your dollars. don't miss my take on the chatter of the potential tech bubble. and let's end the week with a bang. your calls rapid-fire just ahead, the "lightning round." stick with and let me indulge, cramer! anything? no. you? no. aflac! what are you guys looking for? claims! legend has it these hills are full of 'em. it can take months for an insurance claim to surface. claimin' takes patience. aflac paid my claim in one day.

they got some new-fangled kinda one day payin' machine? hehehehe yea, i got aflac at work. aflac... in just one day, we approve and pay. one day pay, only from aflac. aflac... can it make a dentist appointment when my teeth are ready? ♪ ♪ can it tell the doctor how long you have to wear this thing? ♪ ♪

can it tell the flight attendant to please not wake me this time? ♪ ♪ the answer is yes, it can. so, the question your customers are really asking is can your business deliver?

♪ what the heck just happened to black hawk? let me set the stage. blackhawk network holdings is a leading global distributor of prepaid cards and gift cards, serving six brands and running incentive and loyalty programs for 2,000 business partners. this gift card and affinity card business is absolutely on fire. and blackhawk has been one of the best ways to play. the company has consistently been taking market share from the competition with a stock that's been a terrific performer since it was spun off by safeway less than two years ago. blackhawk reported yesterday

morning when the stock went higher the company delivered and quickly reversed and plummeted 4 bucks more than 11%. the reason for the shell acknowledging guidance for 2015 was viewed as not only soft but murky and convoluted. lots of accounting noise like tax benefits reclassification of parks and revenue. i've got to tell you, i tried to understand but there was currency fluctuation, went over my head. still, i've been a big fan of blackhawk for nearly a year-and-a-half and i wouldn't be surprised if it reversed. sure enough today, bounces back rallied more than a dollar and has given us a 33% gain since i recommended it last september. so which move should you believe? yesterday's hideous decline, today's nice rally? let's take a closer look with bill tauscher chairman and ceo, learn more about the quarter and where his company is headed. mr. tauscher welcome back to "mad money." >> thank you jim. >> my mom always said i'm a smart guy and if i don't understand it, maybe it's not

understandable. and i spent two hours going over the presentation and didn't really understand what occurred. and i'm -- i know this sounds strange, but if there could be a simple do-over for the people who bought your cards and stock, it would help. >> sure. there were two things that happened yesterday. the first is we released what we thought were terrific numbers from an earnings and revenue standpoint. it turns out that the revenue number was slight miss to some guidance we gave at the end of the third quarter. but we made this accounting adjustment where we put expenses that were marketing and customer-related expenses up as a contra revenue, doesn't change the overall numbers, lowered the revenue. if we made it very clear in the beginning we had done that we actually beat the revenue numbers, as well. >> people felt the acquisition did not add to -- was not additive on earnings and you did say you felt the ack which could do that. >> yes, the first part was the revenue from last year. >> okay. >> then we go into the guidance from next year. and you're right, we've got a bunch of moving pieces. so you did some simple

arithmetic. and if you take this tax benefit off that we had, you get down to where the base business doesn't look like it's growing enough. >> right. >> and people got disturbed by that. there were a series of nonrecurring items in our guidance that if you restore, the truth is the base business in earnings is growing about 15% or so and the revenue and earnings is growing about 15%. those items, just to tick them off, we had a little bit last year in our eps earnings. the first is when we spun up from safeway, we had to get a credit line and that established some interest expense we hadn't had before because of the safeway relationship. the second is, we nudged our tax rate up a little bit. and while we don't think that will be needed we wanted to be conservative early on here. >> that's important. >> and last fx effects. so the main business seems to be growing just fine if you adjust for that if you look forward. and then secondarily, there is no question the acquisitions are created. >> they are created. >> this year. >> for 2015. >> you had a big analyst day and

put out a news release today, additional details on revenue reclassification and that said you understood that we didn't really get it. the questions at the end were like questions i would have which is like are you doing as good as i think you are. >> and we're actually going to put out something later here that does some of the walk on the eps numbers. >> thank you. do need that. okay. so let's go over some of these issues, because what people were confused by. first, some people worried that perhaps the business is going to be challenged by digital, which will make less money on than the stand-alone stands we see at the drugstores. >> well, there's no question we're worried about that. we have invested a ton of money to try to be the same kind of leader in the digital space. we have taken all of our gift cards and gone to our partners and said we need digital gift cards. we're now up to 370 of some 600 cards we can offer digitally and then we build a platform so we can offer up to people who want to distribute digitally. and made a list of everybody we can think of starting with amazon who said do you want to sell gift cards online or in some mobile function and we have

been signing them all up. having said all of that there is not a lot of business. and it's growing, but it's very small, and the reason is you can't make a digital payment in this country yet union pick would you sayly. >> through digital payment, really hard to do. >> that's right. and all this stuff about apple pay, and it's going to change the way we do -- it will happen in a couple three years. but today, you go into store after store, you can't use your phone to pay. >> okay. but does that mean we have a short -- just a short half life to be still own blackhawk's stock before things get -- more difficult? >> well the method that's going to change digital payment is when they change out all of the card readers for emv. >> right. >> and when they do that -- >> mastercard. that's going to happen. >> you'll get an nfc chip, and that's the antenna that let's the phone read the payment. >> okay. >> that will happen over the next two or three years. if you look at countries that already have all this uk does an example, it's still only about 10 or 15% payments.

so there is still a drag period. certainly past a pretty long horizon until the whole population sort of says that's where i'm going to go. and frankly, without some other goodies, it's not really solving a problem. >> right. okay. all right. so look i'm giving the bottom line, there wasn't anything that was newly refuse latory and negative. >> i think we're going to have a good year. >> that's what matters. bill tauscher chairman and ceo of blackhawk network holdings. more stuff coming out to help us understand more. it is necessary. we do need it. "mad money" is back after the break.

it is time! it's time for the "lightning round" on cramer's "mad money." we play this sound and then the "lightning round" is over. are you ready skedaddy? time for the "lightning round" on cramer's "mad money." we start with kurtis in north carolina. kurtis! >> caller: boo-yah jim. thanks for taking the call sir. what's the latest on aindicated i can't pharmaceuticals?

>> we did a piece an park sons. i like this but it's speculative active. brad in pennsylvania. brad. >> caller: b-b-b- boo-yah, jim. >> b-b-b- boo-yah, back. >> caller: with no payments, i think there is a lot of potential for semiconductors moving forward. >> we're in pullback mode for nasdaq stocks. get it below 80 and that's when you pull the triller. don't be too eager. sean in new york. >> caller: bgh. what have you got? >> way too hard. i don't need to go to the bottom of the barrel. i've got trouble on royal deutsche for my charitable trust, actionalertsplus.com. i say be careful. patrick in arizona. >> caller: hi, jim. my stock today is tausman. tlm. >> how about concho? mblo i like more. i'm trying to give a like to like. how about we go to stan in florida. stan. >> caller: greetings from sunny

florida, jim. >> beautiful. >> caller: i know your opinion on low-cost airlines. you like southwest and spirit. i would also like your opinion on allegiant travel. >> good and i like alaska air coming down here. but i think allegiant is good. it's had a big run. be careful. beware of the ides of high-priced stocks. steve. >> caller: boo-yah from the great state of wisconsin. >> oh wisconsin. okay, whatever. terrific! i would rather go -- no i love 'em both. what's up? >> caller: hey, jim, i'm looking at a value play on worthington, beaten down recently. >> it's got to be beaten down steals at a five-year low. that's why you pull the trigger on nucore! i'm not done. let's go to ernie in new hampshire. ernie. >> caller: bb boo-yah, jim. this is ernie, long-time caller -- first time-caller,

long-time listener. been with you since your radio show. >> wow. >> caller: i've got a stock which you recommended before and had a big bump on takeover from hp and continues to go higher. buy, sell or hold on aruba network network. >> if you're in it i'm pulling the trigger and ringing the register. and that, ladies and gentlemen is the conclusion of the "lightning round"! the "lightning round" is sponsored by td ameritrade. okay. that's it. we're done with that cheap vanilla tech we love so much in 2014. you can measure the quality of conference calls dozens of ways. i like to ask, was it a breath-taking performance? was it a beautiful art that told a riveting story? i was like hmmm or was it the kind of call where you need to dig paper clips into the palms of your hands just to stay awake? they have been watching paint

dry -- not paint. that is unfair. paint. as i listened i found myself reading the label for the all-natural organic rice cakes i was snacking on while i tried to combat that lunesta of a conference call. didn't work. i slept like a baby on the kitchen floor. >> jim, i would like your opinion on whether i should buy restoration hardware or invest the money for a trip to brooklyn to visit a famous american restaurant there. >> you go to a bar, it's going to cost you 22 bucks for a couple beers and short rib tacos. i was on the tap last night and i might buy later tonight. i my be buying -- my favorite margarita i make there. and i have a guinness degree but it doesn't transfer here. >> no it doesn't.

>> >> listen up, this is a special double l version of the "lightning round" in honor of the famous llamas on the land. llama. llama on my mind here. [ growling ] >> plus llamas. stick with cramer. you had the llama! the llama was there.

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♪ at a moment when the nasdaq's flirting with 15-year highs, we keep hearing cat-calls about how there's now a bubble in tech. the strength cannot last and it's all going to end badly. i think it's worth putting this current situation in context and that's what we're going to do now. the truth is i'm not at all worried where we are right now in the nasdaq. this is not a bubblelicious market and that includes the high-flying tech stocks. you want to know what a bubble looks like? no i'm not going all mr. peabody and taking you in the way-back machine to the year 2000. forget 2000. the fact is a bubble looks exactly like what was happening roughly a year ago in tech at this time. remember the first quarter of 2014? back then we were nearing the peak of an absolute deluge of initial public offerings.

the market was flooded with deals, it seemed like a new cloud-based software came public every other day. and the endless stream was even worse. now in january or february of 2014 these new softwares and biotechs kept roaring higher and higher. as the ipo floodgates opened i started to get concerned. you see, in a real bubble the kind that can devastate a decent portion of the market you get a slew of initial public offerings as companies try to cash in on the euphoria in the public markets. but as this process goes on typically the companies becoming public tend to decline in quality until the near the end of the move scraping the bottom of the barrel. by the way that's what we saw play out with technology in 2002, as tons of profit list outcomes rushed to come public or do secondaries. we saw something similar in the first quarter of 2014 as profit with softwares did the exact same thing and we got a lot of secondaries. that's why i came out here and warned you about this danger of

this ipo mania. i was there was one sure fire way to wound a bull market and that's flooding it with supply. remember, stocks are just like any other kind of merchandise. their price is determined by supply and demand. so when tons of companies become public, we get a supply glut. investors have to sell the older softwares to service companies like salesforce.com in order to raise cash to keep participating in the fresh-faced ipos the brokers were pushing hard. and eventually this ipo bubble would indeed burst. that's one of the reasons why i told you to avoid the vast majority of the companies that became public at this time last year. sure enough, if you fast forward to today, the bulk of the stocks have lost you fortunes in the aftermarket and very few exceptions, trinet which i recommended. you had to be selective. because most of the ipos in the first quarter of 2014 were coming public with very stretched valuations. even as they didn't even have earnings. some of them didn't have much revenues to speak.

now, even though the vast majority of low-quality companies that became public roughly a year ago have seen their stocks get smashed, players are still out there. i don't want you to be tempted by their seemingly cheap prices. they're still not cheap. and i want to warn you against some of the worst offenders left over from last year's ipo overload. hundreds of really low-quality companies that became public in the year 2000 ultimately went bankrupt. the first quarter of 2014 was nowhere near as bad as 2000 but there are still plenty of 2014 vintage stocks that can keep falling and falling and falling, both ones that came public and did secondaries. many of the names i warn you about so aggressively last year are now too small for me to mention on-air. that's right. i went through the ones we said don't buy, don't buy, don't buy. a lot of them were double -- dollar $2 or below our market cap rules here. that we can mention on-air. and that's really how bad things got. however, there's still a couple i think i can get away with cautioning you about. pay lossty pcty human capital

management services as a software play with a stock that's actually performing pretty well of late if you happen to own it then i think you use the strength and pay loss to sell. why? because the market for payroll and human capital management software is now extremely competitive. pay lossty has to go up against adp and pay czechs and cloud-based competitors like workday. the company is still losing money. right now the stock is factoring in lots of potential up side that may not exist, given so much competition. i would also be a seller of a-ten networks. this supplier of software-based applications in networking solution has seen its stock get hammered to 4 bucks and change. you have no idea where it used to be. but the revenue growth is fairly slow earnings not existent. this is the one i recommend selling in the next up draft. here's the bottom line. stop listening to every commentator who claims we have another tech bubble. we just had a bubble in the cloud stocks a year ago. we have been through the fallout. and while many losers from last

year's ipo glut are still around, they're not the same as the high-quality tech stocks that have been fueling the nasdaq's recent run. why don't you stick with cramer. ok, if you're up there, i could use some help. smart sarah. seeking guidance. just like with your investments. that sets you apart. it does? it does. you're type e*. and seeking another perspective is what type e*s do. oh, and your next handhold...

is there. you don't have to go it alone. e*trade gives you the support and guidance to make informed decisions. are you type e*? over 20 million kids everyday in our country lack access to healthy food. for the first time american kids are slated to live a shorter life span than their parents. it's a problem that we can turn around and change. revolution foods is a company we started to provide access to healthy affordable, kid-inspired chef-crafted food. we looked at what are the aspects of food that will help set up kids for success? making sure foods are made with high quality ingredients and prepared fresh everyday. our collaboration with citi has helped us really accelerate the expansion of our business in terms of how many communities we can serve. working with citi has also helped to fuel our innovation process and the speed at which we can bring new products into the grocery stores. we are employing 1,000 people across 27 urban areas and today, serve over 1 million meals a week. until every kid has built those life-long

eating habits, we'll keep working. i'm jim cramer, and i'll see you monday!

>> tonight on "the car chasers"... we are breaking some land-speed records today! chitty chitty bang bang! we just got to auburn. >> $7,500. $7,500. $7,500, $7,500. >> nothing is selling? that's not good. >> we got to talk business. those cars really need to sell. >> babe, we're on the same page. >> oh! >> oh, my gosh. >> sold! >> i'm jeff allen, and i buy fix, and flip cars. along with meg, my partner in crime, and eric, our mad scientist, we're flat 12 gallery. my main competition is still my dad, the toughest negotiator i know. this year, flat 12 gallery's going bigger... >> we could hit a mil! >> yeah! ...better, and badder than ever.